Fonterra

22 Oct 18, 9:16am

Guest

Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
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Dairy prices and MPB updates

18 Oct 18, 8:43am

Guy Trafford

Guy Trafford reviews the latest dairy price signals and updates the mycoplasma bovis situation
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ASB trims milk price forecast

17 Oct 18, 2:10pm

David Hargreaves

ASB economists now see a milk price for this season of $6.25 per kilogram of milk solids, down from a previous forecast of $6.50; see farmer net earnings as about $240 million lower
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A rush of dairy industry updates

10 Oct 18, 10:11am

Guy Trafford

3 comments

Guy Trafford reviews and updates a series of changes affecting the dairy industry and how they will impact those affected
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Fonterra trims milk price by possibly as much as 50c

10 Oct 18, 8:57am

David Hargreaves

29 comments

Fonterra says it's now forecasting a milk price for farmers this season of between $6.25 and $6.50 per kilogram of milk solids, down from its previous forecast of $6.75
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Fonterra has three alternatives with its China Farms

8 Oct 18, 8:21am

Keith Woodford

33 comments

Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
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Early season watching and waiting

4 Oct 18, 11:01am

Guy Trafford

Dairy eyes are on the weather, especially in Australia where stress is building fast. NZ in good shape so far. Prices subject to international milk flow changes
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All eyes on milk production

3 Oct 18, 4:40pm

David Hargreaves

Economists say milk production levels this season will be crucial, with the strong start already putting pressure on prices
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Fonterra’s China Farms are a target for asset sales

1 Oct 18, 9:31am

Keith Woodford

39 comments

Keith Woodford describes how Fonterra entrapped itself into factory farming in China
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BNZ economists trim milk price forecast

27 Sep 18, 4:16pm

David Hargreaves

2 comments

BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
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Co-operative stress

27 Sep 18, 9:44am

Guy Trafford

3 comments

Westland Milk turnaround begins. Fonterra board elections get interesting. Canterbury sheep milk industry gets started
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Dairy co-operatives struggle without retained earnings

24 Sep 18, 11:19am

Keith Woodford

5 comments

Keith Woodford explains why lack of retained earnings combined with flawed investment strategies is at the heart of both the Fonterra and Westland Dairy capital constraints
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Fonterra out on a limb with milk price forecast

19 Sep 18, 2:03pm

David Hargreaves

16 comments

Further falls in the global price of dairy products indicate its now more when than if Fonterra reduces its forecast milk price below the current $6.75; Westpac has dropped its forecast to $6.25 from $6.50
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Scratching beneath the surface of Fonterra’s accounts

19 Sep 18, 11:21am

Keith Woodford

59 comments

Keith Woodford analyses the meaning of the numbers that lie deep within Fonterra’s accounts
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Addressing Fonterra's governance issues

14 Sep 18, 1:43pm

Guy Trafford

2 comments

Fonterra's woes seem to boil down to the tension between executing its long term market strategies, and maximising short term farmer returns. Updating governance the new focus
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Fonterra's long way back

13 Sep 18, 5:02pm

David Hargreaves

13 comments

David Hargreaves thinks the struggling Fonterra dairy co-operative will need a close eye keeping on it as it endeavours to get its wobbly milk cart back on the trail
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Fonterra to review business after losses

13 Sep 18, 9:13am

David Hargreaves

27 comments

Fonterra holds milk price forecast at $6.75; forecasts earnings per share of 25c-35c this year; to review investments including Beingmate; full year loss of $196 million reported
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